CC
CBTJ

Copperleaf Capital’s Calamos Bitcoin 80 Series Structured Alt Protection ETF - January CBTJ Stock Holding History

Copperleaf Capital’s Portfolio CBTJ Stock Details CBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$262K Sell
9,145
-29,880
-77% -$849K 0.13% 103
2025
Q2 		$1.06M Buy
39,025
+212
+0.5% +$5.4K 0.53% 52
2025
Q1 		$901K Buy
+38,813
New +$932K 0.54% 56

Other funds holding CBTJ

MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
NIA
NBZ Investment Advisors Knoxville, Tennessee $229M AUM 17.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $424M AUM 29.07% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Copperleaf Capital's CBTJ Position: Q3 2025 in Review

Copperleaf Capital reduced its Calamos Bitcoin 80 Series Structured Alt Protection ETF - January (CBTJ) stake by 77% in Q3 2025, selling an estimated $849K and leaving 9,145 shares worth $262K. The position accounts for 0.13% of the portfolio, ranked #103.

Copperleaf Capital first reported a position in CBTJ in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.06M in Q2 2025. 16 funds tracked by Wall St. Rank hold CBTJ as of Q3 2025.

  • Copperleaf Capital held 9,145 shares of Calamos Bitcoin 80 Series Structured Alt Protection ETF - January worth $262K as of Q3 2025.
  • Copperleaf Capital sold 29,880 Calamos Bitcoin 80 Series Structured Alt Protection ETF - January shares in Q3 2025, an estimated $849K.
  • Calamos Bitcoin 80 Series Structured Alt Protection ETF - January made up 0.13% of Copperleaf Capital's portfolio in Q3 2025, its #103 holding.
  • Copperleaf Capital first reported a position in Calamos Bitcoin 80 Series Structured Alt Protection ETF - January in Q1 2025 and has held it in 3 quarters since.
  • Copperleaf Capital's Calamos Bitcoin 80 Series Structured Alt Protection ETF - January position peaked at $1.06M in Q2 2025.
  • 16 funds tracked by Wall St. Rank held Calamos Bitcoin 80 Series Structured Alt Protection ETF - January as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.